Marquette Associates
Performance Analyst Summer 2025
Marquette Associates, Chicago, Illinois, United States, 60290
Marquette was founded in 1986 with the sole objective of providing investment consulting at the highest caliber of service. Our expertise is grounded in our commitment to client service — our team aims to be a trusted partner and as fiduciaries, our clients’ interests and objectives are at the center of everything we do. Our approach brings together the real-world experience of our people and our dedication to creativity and critical thinking in order to empower our clients to meet their goals.The role of the Performance Analyst is to provide analytical support to their teams and consultants, complete quarterly and monthly investment reporting, provide day-to-day client support, and special projects as assigned.Job responsibilities include, but are not limited to:
Obtain monthly and quarterly client statements from investment managers and custodiansEnter market values and cash flows from the investment manager and custody statements into an investment software platform for each account in which the client is invested monthlyReconcile monthly performance returns between the custodian and the investment manager for each client accountProblem solve for any discrepancies in performance calculations between the custodian and the investment managerGather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmarkUnderstand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equityMonitor market trends and monthly performance results for all asset classesParticipate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysisRespond to clients, managers, and custodian requests for issue resolution in a timely mannerCommunicate and/or explain performance results to client team when requestedQualifications:
Bachelor’s degree in Finance, Economics, Business, or other relevant fieldAttention to detail and highly organized, ability to work independently to meet deadlinesAbility to multitask in a fast-paced environment and react to change positivelyKnowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)Ability to quickly learn new software applications, including those which are proprietaryCRM or database management a plusCritical thinking skills, self-starter with excellent follow-up abilitiesHighly motivated with strong work ethicExcellent interpersonal, collaboration and communication skills and ability to work directly with assigned clients and internal client relationship managers$60,000 - $63,000 a year
BENEFITS WE OFFER:Top tier healthcare coverage100% paid premium for disability and employee life insurance coverageHealth and Dependent Care FSA and HSA optionsCompany 401K contributionHybrid work policyPaid time off & 15+ holidaysSummer hoursEnhanced employee assistance programVolunteer opportunitiesTuition and education reimbursementCompany-wide eventsMarquette Associates is proud to be an Equal Opportunity Employer.
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Obtain monthly and quarterly client statements from investment managers and custodiansEnter market values and cash flows from the investment manager and custody statements into an investment software platform for each account in which the client is invested monthlyReconcile monthly performance returns between the custodian and the investment manager for each client accountProblem solve for any discrepancies in performance calculations between the custodian and the investment managerGather holdings for each client account to identify sector distribution and to compare the fundamental characteristics of the account to its appropriate benchmarkUnderstand and analyze all asset classes in clients’ portfolios such as equities, fixed income, real estate, hedge funds and private equityMonitor market trends and monthly performance results for all asset classesParticipate in team and firm projects upon request, which may include creating charts/graphs for client deliverables and data analysisRespond to clients, managers, and custodian requests for issue resolution in a timely mannerCommunicate and/or explain performance results to client team when requestedQualifications:
Bachelor’s degree in Finance, Economics, Business, or other relevant fieldAttention to detail and highly organized, ability to work independently to meet deadlinesAbility to multitask in a fast-paced environment and react to change positivelyKnowledge and experience with Microsoft Office (i.e., Word, Excel, PowerPoint)Ability to quickly learn new software applications, including those which are proprietaryCRM or database management a plusCritical thinking skills, self-starter with excellent follow-up abilitiesHighly motivated with strong work ethicExcellent interpersonal, collaboration and communication skills and ability to work directly with assigned clients and internal client relationship managers$60,000 - $63,000 a year
BENEFITS WE OFFER:Top tier healthcare coverage100% paid premium for disability and employee life insurance coverageHealth and Dependent Care FSA and HSA optionsCompany 401K contributionHybrid work policyPaid time off & 15+ holidaysSummer hoursEnhanced employee assistance programVolunteer opportunitiesTuition and education reimbursementCompany-wide eventsMarquette Associates is proud to be an Equal Opportunity Employer.
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